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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,419 | $96,419-83.0% | $80,648-79.6% | $139,487-88.2% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 28.81% | 1352.86%-1324.0pp | 937.21%-908.4pp | 373.84%-345.0pp |
| Employer contribution / active EE | $2,755 | $3,261-15.5% | $2,724+1.2% | $4,755-42.1% |
| Participant deferral / active EE | $8,725 | $5,225+67.0% | $4,443+96.4% | $6,713+30.0% |
| Admin fee / account holder | $48 | $6,605-99.3% | $5,382-99.1% | $11,407-99.6% |